Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,756 | $83,369-15.1% | $105,223-32.8% | $67,986+4.1% |
| Participation rate | 50.0% | 56.3%-6.3pp | 75.0%-25.0pp | 57.2%-7.2pp |
| Annual return | 20.11% | 24.64%-4.5pp | 180.65%-160.5pp | 31.67%-11.6pp |
| Employer contribution / active EE | $2,632 | $2,541+3.6% | $3,689-28.6% | $2,019+30.4% |
| Participant deferral / active EE | $3,752 | $3,295+13.9% | $5,072-26.0% | $3,358+11.7% |
| Admin fee / account holder | $889 | $4,073-78.2% | $8,859-90.0% | $3,203-72.2% |